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CLIENT ACCOUNTING SERVICES CFO

  • CLIFTON PARK, NY, United States

$120,000 to $150,000 USD / year

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Job details

Pay
$120,000 to $150,000 USD / year
Experience
8–10+ years experience in senior accounting/finance roles, including CFO/controller functions
Posting language
English
Posted

Original job description

Benefits:

  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Vision insurance

About OASIS:

OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting - powered by cutting-edge technology and a people-first culture.

About the Role:

OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development.

Responsibilities:

  • Act as outsourced CFO for select clients, managing internal and external finance teams
  • Deliver strategic advice, cash flow forecasts, and capital plans to client leadership
  • Build and review monthly financial packages with analysis and recommendations
  • Design and implement budgeting frameworks and rolling forecasts
  • Lead special projects (e.g., pricing models, bank relationships, funding prep)
  • Represent OASIS at board meetings, investor calls, and key client events

Qualifications:

  • CPA or MBA strongly preferred
  • 8–10+ years experience in senior accounting/finance roles, including CFO/controller functions
  • Demonstrated ability to lead teams and manage client relationships across sectors
  • Comfort operating in a fast-paced, tech-enabled, fractional environment
More about this job

Skills

  • Leadership
  • Team building
  • Budget management
  • CPA
  • Lead a team

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